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The Efficient Advisor: Tactical Business Advice for Financial Planners
In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble.We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clients. This episode helps you elevate your client experience, strengthen your CPA relationships, and clearly communicate the value of your planning expertise.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Join our free week-long event Your Best Year Yet to map your 2026 plan with us and leave with momentum. https://www.myalignedpurpose.com/bestyearIn this Biz Besties episode, Nicole and Kaila share the behind-the-scenes truths of how women entrepreneurs in Aligned CEO Method are growing sustainable, profitable businesses through mindset, referrals, and smart strategy.This conversation dives deep into what it really takes to become an aligned CEO: one who attracts clients through trust, delivers results with integrity, and builds wealth that feels good. Whether you're signing your first client or scaling to seven figures, this episode will remind you that your next level is built on strategy, a plan and of course a confident and grounded mindset. In this episode, you'll learn:How to strengthen your money mindset and create aligned growthThe secret to building a profitable, referral-based businessWhy trust and community are your most powerful business toolsAnd if you're ready to learn how to better manage your energy and stress as you grow, take Rachel Mark's free Stress Blueprint Quiz — a personalized guide to understanding your unique stress and hormone patterns. https://www.rachelmark.ca/blueprintMentioned in this episode:Ready to have your BEST YEAR YET?Join us for five days of mindset, money, and strategy magic where we'll walk you through how to plan your most aligned, abundant year yet! Monday Nov 24th - Friday Nov 28th WE GATHER DAILY 3-4 pm pst (virtually on zoom) You're a woman in business with big goals your own clients, more cash flow, more freedom But if you're honest… sometimes you're flying by the seat of your leggings. You want to enter 2026 feeling focused and in control because as of right now
This episode takes you inside the reality of becoming a systems integrator and growing a technical services business from the ground up. Vlad and Dave share their personal experiences launching and running integration companies, the lessons they learned as engineers moving into business ownership, and the challenges that come with finding customers, choosing technologies, setting rates, managing cashflow, and hiring the right people. This is a detailed and candid look at what the journey actually requires. It is also a practical conversation that breaks down how technical professionals can evolve beyond pure engineering work in order to build a sustainable integration practice in the world of manufacturing and industrial automation.The episode begins by grounding the definition of a systems integrator in the context of modern industrial environments. Vlad and Dave explore the many different shapes and levels of integrators across the ISA eighty five and ISA ninety five landscape, from controls and PLC programming to SCADA development, MES implementations, and specialized software delivery. They also explain why customers hire integrators, why the most valuable asset is always the people, and why the hardest part of the work is rarely technical. Vlad shares insights from his decade in engineering and operations roles at Procter and Gamble, Kraft Heinz, and Post Holdings, followed by senior engineering and management positions at multiple systems integration firms. Dave brings his experience from aerospace, OEM machine building, distribution, and running his own integration business focused on manufacturing execution systems and ignition development.The conversation then shifts to the earliest stages of starting an integration company. Vlad and Dave describe the moment when most professionals decide to go out on their own, which usually begins with feeling constrained by corporate structures or wanting more autonomy over the projects they work on. They break down the difference between being a contractor and building a long term business and why many technical founders underestimate the reality of sales, marketing, legal administration, cashflow management, and relationship building. The discussion highlights how timing and relationships drive early opportunities far more than technical ability and why every contract carries its own risk profile that needs to be negotiated with care.Listeners are then guided through the real startup requirements for a systems integration company. This includes liability insurance, business registration, accounting and bookkeeping tools, mileage and expense tracking, choosing an internal technology stack, managing licenses, and understanding when to invest in programming software or rely on customer owned licenses. Vlad and Dave explain the role of net thirty, net ninety, and even net one hundred eighty payment terms and why long payment cycles can destroy cashflow if not anticipated correctly. They also share practical frameworks for setting hourly rates, pricing time and materials versus fixed projects, and calculating the true cost of travel, administration, and sales time that erode billable hours.Timestamps00:00 Introduction to systems integration month01:10 Vlad background and career in manufacturing and automation03:00 Dave background and experience running an integration company04:40 What a systems integrator actually is in modern manufacturing07:50 The blurry line between integrators machine builders and software providers08:50 Why people decide to start a systems integration company12:40 Contractor mindset versus building a real business16:50 Early startup requirements insurance registration tools licenses22:00 Sales marketing and the challenge of finding early customers27:00 How timing relationships and visibility drive new work30:00 Referrals partnerships and brand building for technical founders33:20 Understanding financials hourly rates project rates and risk40:00 Negotiating payment terms net cycles and cashflow management43:30 Technology choices internal tools external platforms and vendor ecosystems51:10 Should you specialize or learn every platform54:20 When to say no and how to evaluate incoming work58:00 Hiring your first employee and the reality of scaling01:03:20 The future of systems integration over the next three to five years01:08:00 Final career advice for engineers considering integration01:12:00 Resources and closing thoughtsSystems integrators articlehttps://www.joltek.com/blog/system-integratorsManufacturing consulting insightshttps://www.joltek.com/blog/manufacturing-consultingDigital transformation in manufacturinghttps://www.joltek.com/blog/digital-transformation-in-manufacturingIndustrial cybersecurity fundamentalshttps://www.joltek.com/blog/industrial-cybersecurity-ics
Title: A 52-Week Plan to Get the Most Amount of Referrals in the Shortest Amount of Time WITHOUT Spending a Dime Host: Michael J. Maher Guest: Sheri Maher Description: In this powerful and practical episode, Michael and Sheri break down one of the most misunderstood — and most important — distinctions in real estate success: the difference between a traditional business plan and an appreciation plan. You'll learn why a business plan sets your direction, but an appreciation plan fuels your referrals… and your results. They also dive into how to grade your database, who truly deserves more of your time, and why chasing strangers is the fastest way to burnout — while communicating with friends is the fastest path to referrals. PLUS, Michael drops an early leak of our Black Friday special that will transform your 2026 before it even starts. (7L) Referral Strategies Podcast Topics: YAPS, Grade your database Special Offer: Michael reveals our Black Friday special EARLY on this episode! Get all the details — and lock in an entire year of leadership and coaching from Michael for less than $1,000 — at www.YAPSworkshop.com This special gives you a full year of guidance on building your 2026 plan, choosing the right events, implementing a real buyer process, mastering networking for referrals, and so much more.
In this episode of the Rocket Chiro Podcast I talk about three parts of practice that will completely change your business over time. These are not quick fixes. They are not instant wins. They will not solve your new patient problem this month. But if you make them a priority now, you will look back years from today and feel genuinely grateful that you started. Why Chiropractors Fixate on New Patients I start by talking about the profession's obsession with new patients. Every marketer, coach, and guru leads with new patient promises. You know the messages. They claim they can get you forty new patients a month or grow your practice instantly. New patients feel exciting. They create cash flow. They inflate your numbers. And they can cover up bad systems. Even a poorly run practice can survive if there is a constant stream of fresh bodies coming through the door. The problem is that running a practice this way is extremely stressful. If you ever have a slow month, the weaknesses in your systems show immediately. You never feel stable because the entire practice sits on top of a shaky foundation. You are always looking for the next new patient hit. The Purpose of This Episode I created this episode to help you shift your focus toward three long-term levers that make your practice healthier, steadier, and easier to run. These are not urgent. They do not give you a dopamine hit. But they are the building blocks of a business that does not fall apart when the new patient flow slows down. The three long-term levers are reviews, relationships, and retention. Why Reviews Matter More Than You Think Reviews are one of the easiest and most powerful things you can invest in. They help your local SEO. They help your conversion. They help Google understand what you are known for. They even help AI tools understand what people think about you. One of the biggest advantages reviews provide is the keywords hidden inside them. If your patients mention migraines, sciatica, pregnancy, sports injuries, or anything else, Google takes note. Those words help determine which searches you show up for. I tell the story of a client who asked me if they had too many reviews because they had several times more than every chiropractor in their area. My answer was simple. I would keep going. If I could have ten times more reviews than my competitors, I would not slow down for a second. Being the obvious choice in your community is never a disadvantage. The Power of Building Real Relationships Next I shift into the value of relationships. As an introvert this one has always been a challenge for me. I would rather sit at my computer than go out and meet new people. But chiropractic is a relationship business. We work with human beings. We serve a community. We depend on trust. Relationships with patients matter. Relationships with business owners matter. Relationships with coaches, trainers, teachers, community leaders, and other professionals matter. When people know you and have something good to say about you, everything becomes easier. New patients come more naturally. Opportunities show up. Referrals increase. Sometimes your relationship with a respected person in the community even creates a little bit of authority or credibility transfer. These relationships take time. They take intention. And they are absolutely worth it. Short Term Retention and Why It Affects Results Then I talk about short-term retention. This is not about long-term wellness care. This is simply helping someone stay consistent during their initial care. When you have a clear plan, patients get better results. They feel more connected to you. They are more likely to think of you as their chiropractor. Without a plan you swing between two extremes. You either forget to follow up with people and they slip away, or you accidentally harass them without realizing how many times you have reached out. A system keeps you in the middle where you are caring, consistent, and helpful without being annoying. Long Term Retention and Why It Stabilizes Your Practice Long-term retention does not blow up your numbers overnight, but it is one of the key stability builders in a mature practice. This is where you check in with people who have not been in for three months or six months or a year. You are not trying to guilt them. You are not trying to pressure them. You are simply serving as a reminder for people who actually need your help but have been busy or distracted. These occasional visits do not seem like much in the moment. But over the course of five or ten years, they create steady, predictable support for your practice. They also reinforce that you are their chiropractor even if they do not come in very often. A Reminder for the New Year I wrap up by reminding chiropractors that the best time to start these habits was years ago, but the next best time is right now. As we head into a new year, commit to being better in these three areas. You do not have to be perfect, but you do have to be intentional. Make reviews a priority. Build more relationships. Put a plan in place for both short-term and long-term retention. If you do that, your practice will be radically healthier five years from now. Resources Mentioned Free Website/SEO Review: https://rocketchiro.com/chiropractic-practice-assessment Best chiropractic websites: https://rocketchiro.com/best-chiropractic-websites
The Efficient Advisor: Tactical Business Advice for Financial Planners
Creating a business you love doesn't have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention.
Undiscovered Entrepreneur ..Start-up, online business, podcast
Did you like the episode? Send me a text and let me know!!Business Conversations With Pi – How to Add and Grow Business ValueTodays discussion covers how to define and measure value in business, strategies for growing a company, and the best ways to find top talent. The episode also features expert book recommendations to help listeners deepen their understanding of value creation and business growth00:00 – Introduction Meet host KU and AI co-host Pi. Discover how AI can help entrepreneurs and business owners succeed.00:29 – Who Should Listen Perfect for aspiring founders, small business owners, and anyone seeking business growth strategies.00:51 – What You'll Learn Get expert advice on business planning, marketing, and value creation.01:37 – Getting Started Jesse and Lawrence (Pi) set the stage for a value-packed episode.01:52 – What Is Value in Business? Jesse asks: What does “adding value” mean for entrepreneurs?02:07 – How to Measure Value Lawrence shares five key indicators:Positive feedback (02:07)Repeat business (02:18)Referrals (02:27)Sales growth (02:35)Market share (02:43)02:52 – Growing Your Company's Value Top strategies for business growth:Customer retention (02:57)Customer acquisition (03:12)Innovation (03:21)Efficiency (03:30)Branding (03:39)03:49 – How to Find Top Talent Best places to recruit:Referrals (03:57)Job boards (04:06)Recruitment agencies (04:14)Universities/colleges (04:23)Social media (04:34)04:42 – Book Recommendations for Entrepreneurs Boost your business knowledge with these top books:Blue Ocean Strategy by W. Chan Kim & Renée Mauborgne (04:50): Learn to create unique value and uncontested market space.The Lean Startup by Eric Ries (05:10): Build startups with continuous innovation and customer value.Good to Great by Jim Collins (05:23): Discover what makes companies excel and create lasting value.Competitive Strategy by Michael Porter (05:36): Master industry analysis and competitive advantage.Zero to One by Peter Thiel & Blake Masters (05:47): Find new ways to innovate and build valuable businesses.05:51 – Final Takeaways Lawrence encourages listeners to focus on vaStan.store/skoob for your black Friday coaching deal right now!! Thank you for being a Skoobeliever!! If you have questions about the show or you want to be a guest please contact me at one of these social mediasTwitter......... ..@djskoob2021 Facebook.........Facebook.com/skoobamiInstagram..... instagram.com/uepodcast2021tiktok....... @djskoob2021Email............... Uepodcast2021@gmail.com Skoob at Gettin' Basted Facebook PageAcross The Start Line Facebook Community Find out what one of the four hurdles of stop is affecting you the most!!Black Friday coaching Sale now!! 65% off original price! go to stan.store/skoob to book your appointment and take advantage of this limited time offer! On Twitter @doittodaycoachdoingittodaycoaching@gmailcom
Watch the full episode on our YouTube channel: youtube.com/@mreapodcastMeg Daday traded her law degree for listings and never looked back. As a top solo agent in Chicago, she built her business around connection, not cold calls. In this episode, she shares the exact systems behind her “micro event” model: The MICRO Model. Meg's MICRO Model is supported by a winner's mindset, key habits, and 15-person gatherings that spark relationships, build trust, and generate consistent referrals.We dive into the habits that changed her life, how a 30-day challenge reshaped her mindset, and why she believes movement creates momentum. Then, Meg breaks down her event playbook step-by-step, from audience targeting and sponsorships to post-event market updates that keep her top of mind.If you're an introvert who wants to grow your business through authentic connection, this is your roadmap.Resources:The Two-Hour Cocktail Party by Nick GrayBe Your Future Self Now by Dr. Benjamin HardyThe War of Art by Steven PressfieldBuilding a StoryBrand by Donald MillerExactly What to Say by Phil JonesMAPS CoachingMillionaire Real Estate Agent Podcast NotesOrder The Millionaire Real Estate Agent Playbook | Volume 3Connect with Jason: LinkedInProduced by NOVA
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Malcolm shares his journey in the real estate business, emphasizing the importance of belief, mentorship, and strategic growth. He discusses his methods for lead generation, the challenges he faced, and how he manifested success through positive affirmations. Malcolm also elaborates on his book 'I Need You to Win', which encapsulates principles for overcoming adversity and achieving success. He outlines his ambitious goals for the future, including building a million-dollar business and becoming a land developer, while highlighting the significance of consistent marketing and mentorship in achieving these objectives. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue 16 Media & CBNation.co
In this episode, Gresham candidly shares the hurdles he's faced in his first year: no closed deals yet, restructuring his marketing company, personal setbacks and juggling family responsibilities. Despite generating a sizable pool of leads, his outreach—via Google Ads, LinkedIn DMs, Facebook groups, and newsletters—has produced little traction. He notes that franchise sales cycles can stretch up to a year, and he's still searching for low‑hanging‑fruit opportunities that haven't materialized through his existing channels. Recognizing that big‑budget spending has been ineffective, Gresham plans to reboot his marketing approach by leaning into his strengths: personal networks (BNI), organic content creation, and modest test ads to identify what works. He likens the process to warfare—play to your advantage, avoid overextending, then regroup. Blue Star Franchise: bluestarfranchise.com Browse the Franchise Inventory: bluestarfranchise.com/franchise Is franchising right for you? Check this out to see: bluestarfranchise.com/assessment Franchise CEO (A CBNation Site - coming soon) - franchiseceo.co Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE. I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!
Host: Michael Fanning, SVP at Windermere Real Estate & Co-Owner of Windermere CoachingGuest: Stacy Brown Randall, Referral Expert & AuthorStacy Brown Randall returns to discuss her new book, The Referable Client Experience, and shares powerful strategies for generating referrals through exceptional client service. This conversation goes beyond the basics of "do great work" to reveal the systematic approach agents need to build a truly referable business.Work Touchpoints + Relationship Building Touchpoints = Referable Client ExperienceIt's not just about doing great work—it's about how your clients feel working with you.Getting more referrals from people already referring you (covered in first book)Generating referrals from your client experience (covered in new book)Getting new people to refer you (future book)1. New Client StageAddress the "quiet voice"—what clients are thinking but not sayingCombat potential buyer's remorseTools: Journey cards, expectation mapsShow clients visually what to expect (60% of adults are visual learners)2. Active Client StageBeware of the "lull of complacency"Navigate the waiting game without losing connectionBalance work touchpoints with relationship buildingDon't just email updates—create meaningful touchpoints3. Alumni Client StageAvoid the disappearing actMaintain relationship building after the transactionRemember: clients have 8-9 year cycles and can refer you every yearScale your approach based on transaction volume✓ Visual communication is crucial - Create buyer/seller books that map the journey from A to Z✓ Address the quiet voice early - Normalize concerns and remove stigma from what clients are worried about✓ Consistency beats intensity - Your biggest challenge isn't getting started—it's staying consistent when you get busy✓ Identify your referral hot zones - Certain moments in your client experience are more likely to generate referrals✓ New agents can compete - You don't need years of experience when you have a professional, systematic client experienceHost of Roadmap to Referrals podcast (approaching 400 episodes in early 2026)Author of Generating Business Referrals Without Asking (2018)Author of The Referable Client Experience (new release)Teaches the science of referrals—how to generate referrals without asking, manipulating, or excessive networkingGet Stacy's New Book: The Referable Client ExperienceConnect with Stacy:Website: stacybrownrandall.comPodcast: Roadmap to Referrals (new episodes every Tuesday)Instagram: @stacybrownrandallLinkedIn: Stacy Brown Randall"Do great work and you'll get referrals. But you're probably not doing anything wrong—you just don't know what you don't know about bridging the gap between being referable and actually receiving referrals." - Stacy Brown RandallSubscribe to Windermere Ask a Coach for more conversations with industry experts and practical strategies for building a thriving real estate business.Be awesome, help somebody, and make it a great day!Episode OverviewKey Topics CoveredThe Referable Client Experience FormulaThe Three Foundational Referral StrategiesThe Three Client StagesKey TakeawaysAbout Stacy Brown RandallResourcesQuote to Remember
What you'll learn in this episode: ● Why most agents waste time showing homes to buyers who never purchase—and how to prevent it● How to get hired before ever showing a home by treating the consultation like a listing appointment● The crucial role of video calls in setting expectations and gaining commitment● How to leverage lender partnerships to create certainty, trust, and stronger offers● How buyer psychology can help eliminate objections before they arise● Why focusing on consistent activity—not unpredictable outcomes—drives long-term success To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
The Efficient Advisor: Tactical Business Advice for Financial Planners
Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves.You'll learn how swapping your language builds confidence, strengthens culture, and positions your practice as a cohesive, professional unit.
HELLOOOO & welcome back to another episode of MOMENT OF SILENCE
In this episode, we explore the powerful world of referral marketing with Mike Garrison, a master in the field. Join Justin and Mike as they dissect the misconceptions surrounding referrals, emphasizing the importance of giving and service over traditional sales tactics. Discover how adopting a mindset of generosity can transform your marketing strategy and lead to authentic connections that drive business growth. LinkedIn: Mike Garrison WWW: CanIBorrowYourCar.com Amazon: Can I Borrow Your Car, by Mike Garrison SubStack: Can I Borrow Your Car Learn more about Relentless Value Coaching: https://www.justingoodbread.com/coaching/
If your inbox has been quiet and the phone hasn't rung in weeks, you're not alone. Every interior designer hits a dry spell at some point. But if it's been months and zero new projects, this episode is your wake-up call. Sign up for my FREE workshop: Double your referrals: 3 Simple Steps to get partners that refer clients 24/7, 12/3, 12pm Easternhttps://elevateinnercircle.com/double-your-referrals I share what's really going on when leads disappear, and it's not just the economy. (Although yes, cycles are real!) Whether you've been relying on the phone to “just ring,” or you've lost touch with your past clients and trade partners, this episode will help you course-correct, without panicking.You'll learn:Why the freeze-panic-flail cycle keeps repeating in your businessThe 3 groups of people who are most likely to refer your next projectWhat to say when reconnecting (without sounding salesy or desperate)My 4-step H.O.M.E. Follow-Up Formula to rebuild trust and spark opportunityNew Workshop coming Wednesday, December 3rd 12pm Eastern (11am Central/10am Mountain/9am Pacific)Double your REFERRALS: 3 Simple Steps to get partners that refer clients 24/7Grab your seat here!https://elevateinnercircle.com/double-your-referralsApplications now open for the Luxury Client Academy. Apply here https://www.luxuryclientacademy.com
Greg Brady spoke with David Knight Legg, Government, Energy, and Finance Advisor about Prime Minister Carney to announce latest batch of Major Project Office referrals today. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, I sit down with Brooks Loughry, who brings over 20 years of experience in the aesthetic medical industry. We talk about how medical spas have evolved, what it takes to stand out in such a competitive market, and why discounting your services can actually hurt your business. Brooks shares his approach to building sustainable, value-based business models through strong team training, smart marketing, and unforgettable patient experiences. We also dive into the power of referrals, how to boost sales without slashing prices, and what really drives long-term success in this industry. Tune in for practical, no-fluff advice to elevate your practice and increase profitability without compromising your worth. What you'll hear in this episode: [02:40] Challenges and Opportunities in Med Spas [05:35] The Business Side of Med Spas [11:40] Discounting and Membership Models [16:25] Long-Term Patient Value and Retention [26:15] The Power of Referrals in Business [27:10] Nuances of Discounting and Value Exchange [28:00] Building Loyalty Through Personalized Experiences [36:15] Reducing No-Shows and Cancellations [39:55] Effective Rebooking Strategies [41:10] Avoiding Common Business Pitfalls If you like this episode, check out: Keep Your Business Profitable with Strategic Cost Management A Deep Dive into Your Profitability Strategy The $5M Bottleneck Connect with Brooks Loughry: LinkedIn: Brooks Loughry Instagram: @brooksadvises Email: Brooks@bioenergylabs.com Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/ Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.
In this episode of The MamasteFit Podcast, hosts Gina, a perinatal fitness trainer and birth doula, and Roxanne, a Certified Nurse Midwife, discuss the importance of understanding pelvic mechanics for birth workers. The episode addresses how the pelvis opens, the different movements and exercises that can create space prenatally and during labor, and the impact of pelvic mechanics on pregnancy comfort, labor progress, and postpartum recovery. They delve into common pregnancy discomforts, birth complications related to baby positioning, and the significance of prenatal preparation. The episode also highlights the importance of collaborative care among birth professionals to best support positive birth outcomes.Here is our free pelvic floor guide, designed with our in house pelvic floor PT!: https://mamastefit.com/freebies/prepare-your-pelvic-floor-for-labor/00:00 Introduction to The MamasteFit Podcast01:08 Understanding Pelvic Mechanics02:51 The Importance of Pelvic Mobility During Pregnancy07:17 Normal Asymmetry and Its Impact on Pregnancy11:56 Personal Experiences with Pelvic Pain18:12 Prenatal Preparation for Better Birth Outcomes21:34 The Role of Pelvic Mechanics in Labor23:13 Sponsor Break: Needed Perinatal Nutrition25:33 Resources and Referrals for Pelvic Health29:42 Introduction to Labor Variations30:54 Understanding Pelvic Mechanics31:42 Common Labor Issues and Solutions32:41 Techniques for Creating Space in the Pelvis35:38 The Mile Circuit Explained36:54 Addressing Baby's Position and Movement46:13 Collaborative Care and Observations52:43 Conclusion and Course Promotion————Get Your Copy of Training for Two on Amazon: https://amzn.to/3VOTdwH
Most agency owners say their business grows through referrals. But when you ask what their referral system looks like things go quiet.If that sounds familiar, you're not alone.Referrals feel earned, but if they're happening by chance, you're leaving your growth to luck.In this episode of Small But Mighty Agency, we're talking about how to stop waiting for referrals to “just happen” and start designing them through something I call your Strategic Partnership Squad.Here's what we get into:The difference between passive referrals and proactive partnerships — and how to build the latter.Why trust, not visibility, is driving growth for agencies heading into 2026.The four power players that make up your Strategic Partnership Squad:How these roles turn word-of-mouth momentum into a repeatable system.If you've ever said, “Our business runs on referrals,” this episode will help you turn that from something you wait for into something you engineer.These are the same kinds of conversations we had at the recent Agency Together Strategic Partnership Mixer where agency owners came together to share what's working, swap insights, and see collaboration in action.If you missed it, you can still explore how Agency Together helps you build referral-ready relationships and grow through collaboration — learn more here: https://agencytogether.com/Show Notes: Agency Together Connection/Discovery CallMap Your Strategic Partnership Squad Hey thanks for hanging out with me at the Small But Mighty Podcast. If you enjoyed this episode it would mean the world to me if you hit the follow or subscribe button in your podcast app and share it with a friend. And I'll see you on the next one. Get the full show notes and more information here: https://audreyjoykwan.com/podcast/ep140Podcast Edits by Lindsay Curtis
While many advisors seek client referrals, an intentional approach can lead to a steadier flow of leads. Today's guest breaks down how coaching clients on making introductions and small communication tweaks can turn satisfied clients into proactive advocates, driving steady, qualified opportunities week after week. David Stevens is the President of Stevens Capital Partners, an RIA based in Omaha, Nebraska, managing $500 million in AUM for 475 households. Listen in as David shares how he's built a thriving referral engine—receiving 10 to 15 client introductions per week—by teaching clients how to make meaningful connections instead of simply "asking for referrals." You'll learn about the timing and phrasing he uses to normalize referrals during onboarding, how he uses text messaging in this process, and how his firm has adapted as it has added clients across a range of segments. For show notes and more visit: https://www.kitces.com/463
Title: Referrals Podcast: Host Michael J. Maher Just Had the Best Marketing Idea While Unboxing #Notevember Gifts! Host: Michael J. Maher Description: In this heartfelt solo episode, Michael J. Maher dives into the two most important months of the year for real estate professionals — and why what you do right now can shape your business for years to come. He unpacks the incredible impact of appreciation, the momentum inside the Referral Mastery Academy and the Generosity Generation, and how a simple handwritten note can trigger referrals, relationships, and even life-changing opportunities. Michael also walks listeners through the magic of #Notevember — the 30-day handwritten note challenge — and shares real success stories from participants, including how one note helped spark multiple home purchases. From building stronger connections to transforming your mindset, Michael explains why appreciation in action beats appreciation in words every time. You'll also hear Michael reveal his "7 Steps to a Power Note," why unbranded cards and colored envelopes matter, how a P.S. can prompt action, and even a clever marketing idea he had mid-recording while unboxing #Notevember gifts! If you're ready to finish the year strong and deepen your influence, this episode will inspire you to put pen to paper and let appreciation lead the way. (7L) Referral Strategies: 7 Steps to a Power Note, #Notevember, Power Note Mastery Special Offer: Join our referral community at www.JoinGenGen.com
The Efficient Advisor: Tactical Business Advice for Financial Planners
In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out.In this episode, you'll learn:How Jen defined her niche and specialized in serving pre-retirees and widowed women to grow her practice faster.The key systems and templates that freed her time while improving client service and consistency.Why hiring the right team members—even when it's scary—is essential to scaling sustainably.How creating a “model week” transformed her time management and family balance.The importance of investing in coaching, continued learning, and accountability to reach new levels of success.As Libby and Jen reflect on their years of coaching together, they show what's possible when you put in the work, trust the process, and build your business intentionally. You'll walk away inspired to simplify, systematize, and scale—while still having time for the people and things you love most.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
The following guests sit down with host Justin White:• Chirag Rachhadia and Vipul Hapani, Vema MortgageEarn Client Referrals by Providing Immeasurable Value Through ServiceIt's a dream scenario for any mortgage loan originator – leads falling into your lap. How can mortgage brokers get to a point where clients regularly refer them business? Listen to Episode #109 of Good. Better. Broker. to learn how two of North Carolina's top producers have built their business on providing unrivaled value to their borrowers and referral partners.In this episode of the Good. Better. Broker. podcast, you'll hear how to deliver a level of service that will have clients referring you leads without asking them to do so.In this episode, we discuss ...• 1:39 – Chirag and Vipul's transition from physical therapy to mortgages• 3:30 – how Chirag and Vipul get word-of-mouth referrals• 4:41 – creating a loan experience that leads to referrals• 5:38 – thanking clients who send referrals• 6:40 – the importance of an initial client call• 7:57 – how Chirag and Vipul use a messaging app to communicate with clients• 9:31 – why sharing industry news helps reputation• 10:28 – purchase strategy• 11:48 – focusing on lower loan amounts• 12:33 – staying in front of clients• 13:41 – how Chirag and Vipul ended up in Charlotte, NC• 17:24 – why being available outside business hours is importantResources mentioned in this episode: WhatsAppShow Contributors:Chirag RachhadiaConnect with Chirag on LinkedIn Connect with Chirag on FacebookConnect with Chirag on Instagram Vipul HapaniConnect with Vipul on LinkedIn Connect with Vipul on FacebookConnect with Vipul on Instagram About the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTube Head to uwm.com to see the latest news and updates.
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If you're building an expert business, you already know that referrals are the lifeblood of sustainable growth. What you might not realize is that 60% of revenue in healthy consulting businesses comes from referrals - yet most of us are doing it wrong. We're either constantly asking (which feels needy) or hoping great work alone will generate referrals (it won't). This episode breaks down a systematic approach that transforms how you think about and generate referrals.Three Key Areas We Explored
In this episode, I sit down with John Kerksiek, an insurance agent who's mastered the art of getting 150+ referrals every year — without spending a dime on leads. John breaks down exactly how he builds strong referral networks, leverages local business and networking groups, and keeps his pipeline full all year long.
Feeling scattered? Disorganized? Wondering if you're too all over the place to even work with a coach? Maybe you're exactly where you need to be.Sign up for my FREE workshop: Double your referrals: 3 Simple Steps to get partners that refer clients 24/7, 12/3, 12pm Easternhttps://elevateinnercircle.com/double-your-referralsIn this episode, I share how the chaos in your business often mirrors that big pile of laundry we all dread - everything jumbled together, overwhelming, and impossible to sort through. I share how to take your business from from “dumped on the floor” to “sorted, folded, and put away” in your marketing and operations, one intentional system at a time.
Getting clients takes strategy, consistency, and, yes, mindset. In this live session with a group of consultants and fractional leaders, Leah shares three mindset shifts that can make getting clients (and running your business) feel a whole lot easier. You'll want to write these down! --- When you're ready to break through to the next revenue level in your consulting business, here are three ways I can help you. 1. Connect with me on LinkedIn for weekly insights on landing better clients and charging for the value you deliver. 2. Get your copy of my Referrals on Repeat guide, and learn five strategies you can implement straight away to take control of the referral process and attract more of the right inquiries – no more sitting around hoping they'll happen. Get your free copy at smartgetspaid.com/referrals 3. Build a repeatable sales and marketing system that gets you better clients, better rates, and less stress in your consulting business. If you're ready to stop leaving your success to chance, learn the proven system women consultants are using to attract ideal clients consistently and get paid for their value. Plus, you'll get help from me and my team every step of the way. If you've been in business for at least two years, you're making at least $120k, and you want to implement a system that's designed specifically for B2B consulting businesses, email team@smartgetspaid.com with "BREAKTHROUGH" in the subject line and I'll get you the details.
Welcome to episode 302 of Take Flight Weekly. Today, I walk you through one of the most critical conversations an elite-level producer can have: the client qualification and selection process. Too many advisors blindly accept every opportunity. I learned 2 things: No listings are better than listings that never get sold because of unrealistic expectations. And 20% of your clients steal 80% of your joy. Today, I'll break down a simple three-strike qualification framework that protects your time, energy, and brand integrity. The Elite Producer Mindset Elite-level producers aren't order takers; they're curators of fit. They operate like true fiduciaries. Their time, expertise, and marketing dollars are reserved for clients who respect their process. When you qualify leads effectively, you attract clients who value your professionalism. This isn't about arrogance; this is about protecting your time. Tactical Framework: The Three Strikes Rule → Strike One: Source of Business Ask: "How did you hear about me?" If it isn't a referral within two degrees of separation, note it. Referrals indicate trust. Cold leads require more time and energy. → Strike Two: Competition Check Ask: "How many agents are you interviewing?" If you're the only one, great. If they're talking to others, note the second strike. Multiple interviews mean they're shopping, not selecting. → Strike Three: Motivation and Mindset Ask: "Are you looking for full-service marketing, or focused on a specific net number?" If the conversation turns to net proceeds, not market value, that's strike three. The Professional Walk-Away Script "I don't think I'm the right fit for your listing. I'm not the cheapest in the marketplace. I'm full-service and full exposure. I invest heavily in marketing and my team. Most of my business comes from relationships built on trust. Talk to other advisors and decide the best fit. If it doesn't feel right, call me back." That's not rejection. That's disciplined leadership. Building Your Championship Roster Look at every spot on your client roster like a GM building a sports team. You only have so many roster spots. Choose carefully. Remember: "Fit." Does a client "fit" your business model? ━━━━━━━━━━━━━━━━━━━━━━
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
What you'll learn in this episode:Why prospecting is the lifeline of predictable incomeHow to use cold outreach effectively (without breaking compliance rules)The overlooked power of referrals and testimonialsHow local events and sponsorships expand visibilityWhy reviews and customer feedback are powerful sales toolsHow to create strategic alliances that consistently feed new clientsWhy committing to prospecting is the only way to avoid broke months To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead
Purpose Chasers Podcast| Author| Transformational Life & Business Coach| Keynote Speaker|
Mark Crandall breaks down the Testimonial Waterfall System—a word-of-mouth framework that's helped companies scale from $400K to $6.4 million with almost no ad spend. Inspired by Dale Carnegie's timeless principles from How to Win Friends and Influence People, this episode shows how to turn happy clients into your best sales team.You'll learn:How to get your customers to sell for you (ethically and organically)The 6 Steps to the Testimonial WaterfallWhy authentic stories outperform paid ads every timeHow to build a referral engine that never runs out of fuelFollow the framework and watch referrals flow without pressure or manipulation.
***Sign up for a FREE Speaker Breakthrough Session at: https://SpeakAndStandOut.com/SBS~~~~~~~~~~~~~During this live coaching session, our guest Rebecca Sonnenberg, has experience speaking, but is speaking to two different audience that each need a different signature speech.~~~~~~~~~~~~~***Join IN Demand, the Membership at: https://SpeakAndStandOut.com/IND***Sign up for your own FREE Speaker Breakthrough Session at: https://SpeakAndStandOut.com/SBS *****Join the next Speaker Circle Community Call at https://SpeakAndStandOut.com/Speaker-Circle *****Grab your FREE copy of the Be In Demand Listener Guide at https://SpeakAndStandOut.com/Guide *****
Referrals will get your business off the ground. But if you want bigger opportunity, bigger impact, and bigger income — you'll eventually need to sell online.The key is doing it the smart way — without burning yourself out posting nonstop or chasing vanity metrics.This week, I'm kicking off a 6-part advanced series on online marketing for consultants and coaches. In this episode, I'll break down the 3 types of content that actually generate clients (not just likes)…and how to introduce them while still running your existing business.If you want a business that can grow without you working more hours, you won't want to miss this one.-----------------
She Thinks Big - Women Entrepreneurs Doing Good in the World
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you're dreading another 45-minute discovery call that goes nowhere. In this episode, I share a simple, transparent system that saves everyone's time — yours, your client's, and the prospect's. You'll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.…Link to full shownotes: https://www.businessstrategyforcpas.com/371…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients. …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7
If your inbox has gone quiet and you're wondering what changed—this conversation is for you. In this joint roundtable, Quinn Tempest and Sarah Masci unpack why so many service providers are facing slower seasons right now (hint: it's not just you), and how to build steady client flow through trust, specificity, and relationship-based marketing.
This episode is sponsored by DeleteMe. Get 20% of DeleteMe at joindeleteme.com/techish with code TECHISH.This week on Techish, hosts Michael and Abadesi breakdown Amazon's cutting 10% of its corporate workforce, the future of HR in tech, why networking and referrals matter more than ever, and leaving a toxic workplace. And for the Patreon folk, did Mango founder Isak Andic fall to his death or was he pushed?Chapters00:30 Amazon Lays Off 30,000 Employees14:22 Why Referrals Are Key to Beating the Job Market19:10 Exit Interviews at a Toxic Company24:31 Mango Founder Falls to His Death — Now His Son Is Under Investigation [Patreon Only]Extra Reading & ResourcesExclusive: Amazon targets as many as 30,000 corporate job cuts, sources say [Reuters]Amazon is planning a new wave of layoffs, sources say [Fortune]Support the show————————————————————Join our Patreon for extra-long episodes and ad-free content: https://www.patreon.com/techish Watch us on YouTube: https://www.youtube.com/@techishpod/Advertise on Techish: https://goo.gl/forms/MY0F79gkRG6Jp8dJ2———————————————————— Stay in touch with the hashtag #Techishhttps://www.instagram.com/techishpod/https://www.instagram.com/abadesi/https://www.instagram.com/michaelberhane_/ https://www.instagram.com/hustlecrewlive/https://www.instagram.com/pocintech/Email us at techishpod@gmail.com
These Are The People You Should Be Doing Business With (EPS 855) Referrals are often the best way to get new clients. But when you need to find someone to serve you, is a referral still the smartest way to do business? Frank Agin explores this question. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.
The Efficient Advisor: Tactical Business Advice for Financial Planners
Running a financial advisory firm doesn't just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you'll learn in this episode:The difference between a task-based virtual assistant and a strategic executive assistantHow to decide what to delegate and when to hire helpMindset shifts that make delegation more effective and less exhaustingBest practices for onboarding and leading an executive assistantTools and systems to track accountability and ensure high-quality resultsBy the end of this episode, you'll have practical strategies for building the right kind of support, freeing up your time, and creating more efficiency in your advisory business.Learn more about Athena Executive Services HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
How does a solo agent sell 60+ homes and $40M a year? In this Stay Paid interview, Olyvia Salyer, a top-producing luxury agent with Berkshire Hathaway HomeServices in Williamsburg, Virginia, shares exactly how she built a $40M solo business through referrals, community, and smart systems. From running client events and pop-bys to leveraging AI for listing presentations and coaching, Olyvia proves that success comes from a mix of old-school connection and new-school tools.
Thanks for listening, and please follow us on Insta @NHPTalent and www.youtube.com/thePOZcastFor all episodes, please check out www.thePOZcast.com Chapters / TimestampsJoey Lee — Panda Restaurant Group00:40 – Joey Lee joins: falling into TA & purpose of helping people02:36 – Scale at Panda: ~3,000 store openings; ~100 corporate roles03:20 – Org design: corporate TA vs. field recruiters03:55 – Budget realities & operator-funded recruiting04:25 – Boots-on-the-ground sourcing: competitors, BOGO cards, observing service04:56 – Hiring recruiters: “Tell me your story” & entrepreneurial mindset05:45 – From transactional to transformational recruiters (driver's seat)06:40 – Culture & authenticity: show up as your true self07:20 – Purpose-driven, people-first candidate experience (white-glove basics)08:35 – Tech & AI: transactional roles will be automated; elevate or be replaced09:41 – Digital recruiter clones? Promise and fears10:15 – Hot Takes: Open-to-Work ✅ | Sourcing vs. Closing (closing) | Referrals ~60% | Hot dog = sandwich | Favorite Panda orderRachel Allen — 7-Eleven12:06 – Rachel Allen returns: AI hype, compliance “gray zone,” and lessons learned13:25 – Don't start with an “AI strategy”; start with a business problem14:40 – Store hiring: 95% automated; leaders own outcomes; AI as enabler15:40 – Keep the interview human; automate scheduling & access16:30 – 24/7 candidates: assistants engage at 3am (Paradox “Rita”)17:30 – Workforce planning: total work vs. workforce; assistants as a channel18:40 – Data signals: speed, quality of submissions, retention, QoH19:41 – Internal mobility: removed manager-permission barrier to apply20:44 – Turnover trending down amid broader initiatives21:20 – Hot Takes: Always-be-closing from first touch; favorite interview Q: “Greatest misconception about you?”22:29 – Being human as the differentiator; team shoutouts & North Star24:22 – Where to find Rachel / 7-Eleven CareersBrandon Davis — Champions Group (Skilled Trades)24:40 – What Champions Group does; 2,500 employees, 19 brands25:30 – TA structure: divisions; early-career training programs (300 hires)26:10 – Sourcing where trades talent actually is: schools, military, word-of-mouth27:40 – Tech adoption: reduce fear by showing efficiency gains28:15 – Practical AI for recruiters: notes, summaries, reverse-engineering avatars29:10 – Brandon's path into TA (ops → marketing → HR → TA leader)30:32 – From “more candidates” to “better candidates” in two years31:15 – Quality of submission > quality of hire (and where TA ownership ends)32:57 – What makes a great recruiter: personality, storytelling, fast hook34:35 – What keeps him up at night: channel ROI & data-driven decisions35:19 – Hot Takes: Open-to-Work ✅ | Closing > Sourcing | Least-favorite Q: “What motivates you?” | Hot dog = sandwich | Where to find BrandonGreg Russell — CoverGenius36:20 – Greg Russell joins: coaching recruiters, storytelling & mindset37:41 – Burnout & rejection: give feedback at scale; never ghost after contact39:45 – ATS automation basics: close the loop, even with templates41:20 – Offer feedback with boundaries; avoid the endless loop42:28 – “Signal”: richer debriefs, calibration, transcripts > vague notes44:20 – Tech stack: ATS with built-in note-taker (transcripts/video in profile)45:40 – Debriefs aren't a democracy: hiring manager owns the decision47:11 – The AI bloom: noisy market now, consolidation later — lean in49:00 – What Greg hires for: storytelling + growth mindset + tech curiosity51:20 – Pay transparency song-and-dance & expectation management52:10 – Best career advice: treat people like adults; trust cultures win53:29 – Outro & where to find Greg
Stacey Brown Randall is the author of the new book, The Referable Client Experience, and the multiple award-winning book, Generating Business Referrals Without Asking. She is also the host of the Roadmap to Referrals podcast. Stacey teaches business owners how to generate referrals naturally...without manipulating, incentivizing or even asking. She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more. She received her master's in organizational communication and is married with three kids.
Our customers love us much more than we realize. If we just tapped into the exponential potential of referrals, we'd discover it's the easiest way to grow sales. In this episode, Mark expands the view on referrals from just current customers, to anyone who understands what we do. Discover how to expand your referral pool far beyond its current limits. Referrals can transform your business relationships, and Mark will guide you on when and how to ask for them, especially during November, when gratitude is at its peak. The language Mark provides will help you celebrate your customers' success while inviting new opportunities.
Austin shares 3 steps you can use to easily find contacts and referrals at your dream companies!Time Stamped Show Notes:[0:30] - Focus your efforts on the ‘right' people[1:12] - Get clear on who you're looking for[3:46] - How to actually find the person you're looking for[5:01] - Make an educated guessWant To Level Up Your Job Search?Click here to learn more about 1:1 career coaching to help you land your dream job without applying online.Check out Austin's courses and, as a thank you for listening to the show, use the code PODCAST to get 5% off any digital course:The Interview Preparation System - Austin's proven, all-in-one process for turning your next job interview into a job offer.Value Validation Project Starter Kit - Everything you need to create a job-winning VVP that will blow hiring managers away and set you apart from the competition.No Experience, No Problem - Austin's proven framework for building the skills and experience you need to break into a new industry (even if you have *zero* experience right now).Try Austin's Job Search ToolsResyBuild.io - Build a beautiful, job-winning resume in minutes.ResyMatch.io - Score your resume vs. your target job description and get feedback.ResyBullet.io - Learn how to write attention grabbing resume bullets.Mailscoop.io - Find anyone's professional email in seconds.Connect with Austin for daily job search content:Cultivated CultureLinkedInTwitterThanks for listening!
The Practice of the Practice Podcast | Innovative Ideas to Start, Grow, and Scale a Private Practice
How can you market your practice without burning out or breaking the bank? Why is successfully growing your referral base less about pressure and more about presence? How can you […] The post GPBC25 Series: Dynamic Marketing to Ensure Your Referrals Never Slow Down with Jaime Mills | POP 1287 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.
What you'll learn in this episode:Why consistency is the single most important factor in lead generationThe “commit or quit” mindset shift every salesperson needsHow to choose between marketing, prospecting, and networkingThe real costs of generating leads (time, money, or both)Why 18 months is the magic number for predictable successHow to scale and diversify your lead sources as your business grows
Never underestimate a steak dinner—big partnerships start with small actions. Jason Meyers and Dawn Myers from Ritter Insurance Marketing join Luke and Josh to talk about the power of relationships in business—and how genuine connection drives growth more than any marketing tool. You'll hear how a single steak dinner led to years of partnership, why Ritter continues to invest in personal relationships even in the AI era, and what separates successful agents from those who struggle.
Referrals alone won't scale your business—systems will. In this week's Stay Paid Q&A, Luke, Josh, and Cody coach agents through real challenges. Learn how to grow your database through circle prospecting and paid ads, standardize your cadence of outreach, and turn your referral business into a machine that runs without you.
Most of us have been told that if we want referrals, we should just ask for them. But, that approach can feel awkward.What if, instead of asking, you could design an experience that makes you naturally referable?That's exactly what my guest, Stacey Brown Randall, teaches. Stacey is the author of her new book The Referable Client Experience, and she's built a proven system to generate consistent referrals — without asking, without paying, and without gimmicky tactics.In this conversation, Stacey and I dig into:Why doing great work isn't enough to generate referralsThe three stages of the client experience — new, active, and alumni — and what to do in each oneThe difference between “work” touch points and “relationship” touch points (and how both matter)How to stay top of mind with clients after your work together is doneWhat speakers can do to create a “referable” experience for event organizersI especially loved Stacey's ideas for how we can nurture relationships in meaningful ways — like acknowledging that quiet voice of buyer's remorse with empathy and care, or sending a “You survived it!” gift to an event organizer after a big conference.These kinds of thoughtful, human touches don't just make you memorable — they make you referable.If you've ever wished more clients and speaking invitations came your way because people can't stop talking about the experience you create, this episode is for you.Tune in and start designing your own referable client (or audience!) experience.About My Guest: Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, author of the forthcoming book, The Referable Client Experience (October 2025) and host of the Roadmap to Referrals podcast.Stacey teaches business owners how to generate referrals naturally...without manipulating, incentivizing or even asking.She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more. She received her Master's in Organizational Communication and is married with three kids.About Us: The Speaking Your Brand podcast is hosted by Carol Cox. At Speaking Your Brand, we help women entrepreneurs and professionals clarify their brand message and story, create their signature talks, and develop their thought leadership platforms. Our mission is to get more women in positions of influence and power because it's through women's stories, voices, and visibility that we challenge the status quo and change existing systems. Check out our coaching programs at https://www.speakingyourbrand.com. Links:Show notes at https://www.speakingyourbrand.com/448/Get Stacey's new book The Referable Client Experience: https://referableclientexperience.com/Stacey's website: http://www.staceybrownrandall.com/ Discover your Speaker Archetype by taking our free quiz at https://www.speakingyourbrand.com/quiz/Enroll in our Thought Leader Academy: https://www.speakingyourbrand.com/academy/ Attend our 1-day in-person Speaking Accelerator workshop in Orlando: https://www.speakingyourbrand.com/orlando/ Connect on LinkedIn:Carol Cox = https://www.linkedin.com/in/carolcoxStacey Brown Randall (guest) = http://www.linkedin.com/in/staceybrandall Related Podcast Episodes:Episode 62: Tired of Asking? A Better Way to Get Referrals with Stacey Brown RandallEpisode 442: [Part 2] Booked Without Burnout: Speaking Invitations that Come to You